Core Viewpoint - The integration of technological innovation and industrial innovation in Changsha is essential for enhancing the modern industrial system, focusing on key areas and precise efforts to transform innovation potential into industrial momentum [1] Group 1: Project Implementation and Collaboration - The successful establishment of a 550 million yuan R&D center by Nantong Star Graphite Co., Ltd. in Changsha was facilitated by the Carbon-Based Materials Industry Technology Innovation Strategic Alliance, which acted as a connector [2] - The Carbon-Based Alliance provided comprehensive support throughout the project lifecycle, including site selection, business registration, and talent recruitment, ensuring the company became an integral part of Changsha's carbon-based materials industry ecosystem [3] Group 2: Industry Chain Development - The Advanced Battery Materials and Battery Industry Technology Innovation Strategic Alliance has significantly contributed to the completion of the lithium battery industry chain in Changsha, which previously lacked key components such as separators and electrolytes [4] - Over the past decade, Changsha's lithium battery industry has developed a complete supply chain, leading to the advanced energy storage materials industry cluster's output exceeding 100 billion yuan, making it the third city in China to achieve this milestone [5] Group 3: Strategic Alliances and Ecosystem Building - Various industry technology innovation strategic alliances in Changsha, including the Integrated Circuit Industry Technology Innovation Strategic Alliance and the Kunpeng Computing Industry Technology Innovation Strategic Alliance, are focused on strengthening and complementing the industry chain to attract leading enterprises [7] - The alliances operate with a professional approach, maintaining extensive industry knowledge and a large enterprise resource database to facilitate precise matching of supply and demand [7] - The establishment of an industrial chain investment map by the municipal science and technology bureau aids in decision-making for attracting high-growth technology enterprises and innovation resources, enhancing the overall industrial chain in Changsha [8]

Core Viewpoint - In 2024, Huayi Family Co., Ltd. achieved a revenue of 353 million yuan, a year-on-year increase of 118.47%, but experienced a significant net profit decline of 159.37% [2][6]. Revenue and Profit Analysis - The company's revenue for 2024 was 353 million yuan, reflecting a growth of 118.47% compared to the previous year [2][3]. - The net profit for 2024 was -34.42 million yuan, a decrease of 159.37% year-on-year [6][7]. - The real estate sector generated 336 million yuan in revenue, up 129.43%, but the gross profit margin decreased by 19.23 percentage points [6][7]. Graphene Business Performance - Revenue from the graphene business was only 17,260 yuan in 2024, down 72.42% from 2023 [3][4]. - The companies under Huayi Family, Ningbo Moxi and Chongqing Moxi, have been operating at a loss since 2017, with cumulative losses reported [5][6]. - The lack of effective market application and ongoing losses have hindered the growth of the graphene business [4][5]. Real Estate Strategy - The company is refocusing on its real estate business due to challenges in new business sectors [2][6]. - As of December 31, 2024, the land reserve was only 65,000 square meters, indicating difficulties in acquiring quality land [7][8]. - The company plans to maintain a stable investment strategy and increase quality project reserves in 2025 [8]. Future Outlook - The company aims to optimize its asset structure and seek new development opportunities in line with domestic economic trends [8]. - The real estate development projects for 2025 include ongoing work in Shanghai, Suzhou, and Zunyi, with a focus on sales and project delivery [8].

Core Insights - The article discusses the rapid development and strategic importance of the graphene industry in China, highlighting government policies and future goals for the sector [1][4][13]. Policy Overview - Since 2012, multiple government departments have issued policies to support the development of the graphene industry, focusing on production scale, industry standards, and technological innovation [4][6]. - The "14th Five-Year Plan" emphasizes the need for independent development of new materials, including graphene, aiming for significant industry growth from 2021 to 2025 [1][10]. Future Goals - By 2025, the production of high-quality graphene powder is expected to reach over 10,000 tons annually, with graphene film production exceeding 100 million square meters [13][15]. - The overall industry scale is projected to surpass 100 billion yuan, with significant advancements in electronic applications, including the mass production of 8-inch graphene chips [13][15]. Local Government Initiatives - Various provinces have set specific targets for graphene industry development, such as Chongqing aiming for a 50 billion yuan industry scale by 2021 and Ningbo targeting a competitive graphene industry cluster by 2023 [16][17]. - Local policies focus on enhancing innovation, production capabilities, and establishing industry standards to support the growth of the graphene sector [17][18].

证券代码：002631 证券简称：德尔未来 投资者关系活动记录表 德尔未来科技控股集团股份有限公司 投资者关系活动记录表 编号：2025-001 - 2 - 投资者关系活动记录表 | 答：尊敬的投资者您好，公司 年实现营业总收 2024 | | --- | | 入 亿元，同比下降 15.25 21.11%，归属于上市公司股东的 | | 净利润亏损 万元，同比下降 381.85%，归属于上 8,952.15 | | 市公司股东的扣除非经常性损益的净利润亏损 亿元， 1.18 | | 同比下降 1,082.80%。2024 年，在房地产市场承压、市场 | | 消费不足、行业竞争愈发激烈等因素影响下，公司订单量 | | 较去年明显减少，营业收入同比下降 21%。由于订单收缩 | | 导致公司产能开工率不足，固定经营成本未能有效分摊， | | 公司本年综合毛利率下降 2%。面对复杂的内外部变化， | | 公司围绕核心优势领域，通过资源整合、技术创新与模式 | | 升级，进一步优化业务布局，同时，推行一系列降本、增 | | 效、提质工作，全年期间费用较上年同比下降 10%。感谢 | | 您对公司的关注。 | | 年扭亏 ...

4月28日，星球石墨发布2024年年报和2025年一季报。2024年，公司秉持创新驱动与稳健经营的理念， 聚焦核心业务，优化战略布局，尽管营业收入有所下滑，但净利润实现稳步增长，公司在复杂多变的市 场环境中实现了平稳运行。 净利润稳步增长，盈利能力增强。2024年，星球石墨实现营业收入6.33亿元，归属上市公司股东的净利 润1.48亿元，同比增长0.22%；扣除非经常性损益后的归属于上市公司股东的净利润1.27亿元；基本每 股收益1.02元。 积极回报股东，践行资本市场责任。2024年年报，星球石墨拟向全体股东每10股派发现金红利3.50元 (含税)，合计拟派发现金红利5057.81万元(含税)。此外，公司采用集中竞价方式已实施的股份回购金额 1219.63万元(不含交易费用)，现金分红和回购金额合计6277.44万元，占公司年度净利润比例为 42.41%。 公司还公布了2025年一季报，实现营业总收入1.28亿元，同比增长8.39%；归母净利润1679.3万元。此 外，公司在经营活动产生的现金流量净额方面表现良好，达到了3977万元，显示出良好的现金流管理能 力。 星球石墨系国家制造业单项冠军示范企业、国家 ...

转自：前瞻产业研究院 行业主要上市公司：贝特瑞(835185);方大炭素(600516);德尔未来(002631);沃特股份(002886);二维碳素 (833608)等 本文核心数据：市场规模等 产业概况 1、定义 石墨烯，是一种由碳原子以sp²杂化轨道组成六角型呈蜂巢晶格的二维碳纳米材料。应用于物理、材 料、电子信息、计算机等众多领域，具有较好的额导热性、光学特性和稳定性。石墨烯虽然从合成和证 实存在到今天只有短短十几年的时间，但目前已经得到了较为广泛的应用。石墨烯层数可分为单层石墨 烯、少层石墨烯和多层石墨烯;按照功能化形式可以分为氧化石墨烯、氢化石墨烯、氟化石墨烯等;按照 产品形态又可分为石墨烯粉体和石墨烯薄膜。 | 特点 | 描述 | 主要应用 | | --- | --- | --- | | 高导电性 | 载流子迁移率室温下约为 15000cm2/ (V·s),超过硅材料 的10倍 > | 芯片、导电剂、传感器、锂电池 | | 高导热性 | 纯的无缺陷的单层石墨烯的导热系数高达 5300W/(m·K), 高于碳纳米管和金刚石 | 散热元件、导热元件 | | 高强度 | 破坏强度 42M/m,是钢铁的 ...

Core Viewpoint - The company aims to enhance its governance structure and operational efficiency while focusing on sustainable development and global expansion in the ceramic machinery and building materials sectors [5][6][8]. Meeting Agenda - The annual shareholder meeting is scheduled for April 16, 2025, at the company's headquarters in Guangdong Province [1][2]. Board of Directors and Shareholder Meeting Activities - The board has adhered to relevant laws and regulations, ensuring effective governance and compliance [5][6]. - A total of 4 regular reports and 95 temporary reports were disclosed during the reporting period, demonstrating a commitment to transparency [5][6]. Company Performance Overview - The company achieved a revenue of 12.6 billion yuan in 2024, representing a year-on-year increase of 29.96%, with over 63% of revenue coming from overseas operations [6][8]. - Net profit attributable to shareholders was 1.006 billion yuan, impacted by a significant decrease in performance from the associated company, Blue Lithium [6][11]. Strategic Initiatives - The company is advancing its global strategy by enhancing local service capabilities and expanding its market presence in regions such as Southeast Asia, the Middle East, and Europe [6][7]. - The "Big Building Materials" strategy is being implemented to capitalize on urbanization trends in Africa, with multiple projects launched across the continent [8][9]. Challenges and Responses - The company faces profitability pressures in its overseas building materials business due to competitive market conditions and pricing strategies [9][10]. - To address cost pressures and enhance efficiency, the company is focusing on optimizing production capacity and reducing operational costs [10][11]. Future Development Plans - The company aims to solidify its position as a global ceramic production service provider and a large-scale building materials group, with a focus on high-quality development [11][12]. - Plans include expanding product offerings and enhancing technological capabilities to meet diverse customer needs [12][13].

▲免费服务一年，定制报告，市场需求或课题调研，欢迎来电咨询 ！！！ 1 石墨化阴极碳块市场概述 1.1 石墨化阴极碳块行业概述及统计范围 1.2.3 石墨阴极碳块 1.2 按照不同产品类型，石墨化阴极碳块主要可以分为如下几个类别 1.2.1 全球不同产品类型石墨化阴极碳块规模增长趋势2020 VS 2024 VS 2031 1.2.2 半石墨阴极碳块 1.2.4 石墨化阴极碳块 1.3 从不同应用，石墨化阴极碳块主要包括如下几个方面 1.3.1 全球不同应用石墨化阴极碳块规模增长趋势2020 VS 2024 VS 2031 1.3.2 <200 KA 1.3.3 200-300 KA 1.3.4 >300 KA 1.4 行业发展现状分析 1.4.1 石墨化阴极碳块行业发展总体概况 1.4.2 石墨化阴极碳块行业发展主要特点 1.4.3 石墨化阴极碳块行业发展影响因素 1.4.3.1 石墨化阴极碳块有利因素 2025-2031全球及中国石墨化阴极碳块市场，研制生产及需求规模研究报告 【市场人员】：张炜 【出版机构】：智信中科研究网 ▲资料来源：更多资料请参考智信中科研究网发布内容！！！ 1.4.3.2 石墨化阴 ...

石墨电极 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 在进口价格的基础上加征95.2%的关税，为期4个月…… 日经中文网 https://cn.nikkei.com 日本财务省的审议会3月12日批准了对中国产石墨电极征收反倾销关税的方针。在进口价格的基础上加 征95.2%的关税，为期4个月。日本财务省和经济产业省将在10月下旬之前完成事实关系的调查，并重 新判断是否有必要继续征收关税。 3月12日召开的关税和外汇等审议会的部门会议批准了加税的方针。两部门在调查的中期报告中得出结 论称，可以认定相当于倾销的低价进口和对日本国内产业造成的实质性损害。 日本目前对中国产石墨电极征收2.1%或3.3%的关税。 ...

证券简称： 东方碳素 证券代码： 832175 河南省平顶山市石龙区兴龙路 19 号 平顶山东方碳素股份有限公司 本次股票发行后拟在北京证券交易所上市，该市场具有较高的投资风险。北京证券交易所主 要服务创新型中小企业，上市公司具有经营风险高、业绩不稳定、退市风险高等特点，投资者面 临较大的市场风险。投资者应充分了解北京证券交易所市场的投资风险及本公司所披露的风险因 素，审慎作出投资决定。 开源证券股份有限公司 保荐机构（主承销商） （西安市高新区锦业路 1 号都市之门 B 座 5 层） 1-1-1 平顶山东方碳素股份有限公司招股说明书（注册稿） 本公司的发行申请尚未经中国证监会注册。本招股说明书申报稿不具有据以发行股票的法律 效力，投资者应当以正式公告的招股说明书全文作为投资决定的依据。 中国证监会和北京证券交易所对本次发行所作的任何决定或意见，均不表明其对注册申 请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其对发行人的盈利能力、 投资价值或者对投资者的收益作出实质性判断或者保证。任何与之相反的声明均属虚假不实 陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发行人自行 ...